80
59
Growth Score
-13 pts
Heat Score
-12 pts
Company Performance Metrics
Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience
147800
eMoney Advisor Pennsylvania-based wealth planning system for financial advisors.
Nick DiLisi: EVP, CTO- Frank Trapiano: Head Of Client Services
About the Company
eMoney Advisor based in Conshohocken, Pennsylvania provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. eMoney's suite of tools
are used by leading financial services firms around the country, including such well-known names as Genworth Financial Management, TD Bank, First Trust Bank, The Guardian Life Insurance Company of America, LPL Financial, MassMutual Financial Group, MetLife, New York Life, National Life Group, Northern Trust, and Securian Financial Services, among others.
